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Metals reports
Data centre metals demand: it's all about the infrastructure not internals
Data centre growth is increasingly constrained by access to power rather than asset buildout. While internal demand for aluminium and copper rises ...
Value-in-use iron ore costs Q2 2026
The average global value-in-use (VIU) iron ore cost for Q2 2026 is US$66.8/t on a 62% Fe fines basis, CFR China. This cost has increased by 5.0% fr...
Pamco - Hachinohe nickel operation
Pamco - Hachinohe is a ferronickel operation, located in Japan. In parallel, PAMCO is pursuing longer-term growth opportunities through the evaluat...
Brisas gold mine project
The accompanying analysis is based on the March 2018 PEA report which considers the joint development of the Brisas and Las Cristinas projects unde...
A parallel metals universe of "What If"... if the Strait of Hormuz remains closed
A prolonged disruption to Gulf energy flows would trigger a severe global supply shock at a time when relief from new LNG capacity remains years aw...
US President Donald Trump amends tariffs on steel, aluminium and copper imports
The policy shifts the minimum local metal content to 85% by weight for capital equipment to qualify for a preferential 10% duty rate. Crucially, th...
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